Salesforce Referral Program Integration
Connect with Salesforce to route new referrals in as leads or contacts, approve them automatically when an Opportunity is won, and enroll advocates from your CRM.
About Our Salesforce Referral Integration
Salesforce
- • Salesforce account (Enterprise, Unlimited, Developer, or Performance edition)
- • Salesforce REST API enabled
Salesforce referral software
What You Can Do with Salesforce
Referral Rock's native Salesforce connection runs your referral program right alongside your Salesforce org: route new referrals into your pipeline as Leads or Contacts, approve them automatically when an Opportunity reaches 'Closed Won,' and give your sales team a way to recruit referrers without leaving Salesforce.
How the Salesforce Integration Works
Connect via the Salesforce REST API
Enable the Salesforce REST API in your org (available on Enterprise, Unlimited, Developer, and Performance editions) and connect to Referral Rock, no middleware required. Contacts, Leads, and Opportunities sync automatically once connected.
Enroll Contacts and Leads as advocates
With Access Links, existing Salesforce Contacts get their own unique share link. They can start referring immediately, no separate signup, no passwords, one-click access from any email you send.
Route new referrals into your pipeline
Referral Routing adds new referrals created in Referral Rock to Salesforce as Leads or Contacts, tagged with their referral source and set to the stage you choose, so your team works them through your standard pipeline.
Approve and reward on Closed Won
Customer Feed watches your pipeline: when an Opportunity reaches 'Closed Won' (or any stage you define), the matching referral is approved across all programs and the reward issues automatically. Gift card, cash, or custom incentive, zero manual work.
See a referral flow built based on your business
Give us your website. Our team builds you a referral flow from it, styled to your brand.
Yours to keep. No sales call.
How it works
- 1We build a referral flow from your website, styled to your brand
- 2We send you a link to preview it
- 3See the experience you'd send your customers
Run your referral program alongside Salesforce, without disrupting your sales team
Your sales reps live in Salesforce. Referral Rock works in the background so your team never has to leave their CRM to manage referrals.
- New referrals land in your pipeline as Leads or Contacts, so reps work them like any other deal.
- Sales reps can recruit customers into the referral program at deal close and hand them a personalized sharing link, no extra tools required.
- Rewarding a referrer when an Opportunity hits 'Closed Won' requires no manual action: the stage change triggers it automatically.
Customer Feed: approve referrals when an Opportunity is won
Connect Salesforce as a system of record and let real pipeline outcomes drive your program. When a referred deal is won, the referral is approved everywhere it lives.
- Configure the trigger on any Opportunity stage: 'Closed Won,' 'Proposal/Price Quote,' or a custom stage you define for your sales process.
- A won Opportunity approves the matching referral across all of your programs and can preload the account's people as members.
- Track reward obligations tied to deal closure. Every payout is attributed to the correct referrer and Opportunity automatically.
Referral Routing: send new referrals into your Salesforce pipeline
Every new referral belongs in your CRM. Referral Routing creates the record and places it exactly where your sales team already works.
- New referrals flow into Salesforce as Leads or Contacts, tagged with their referral source and linked to the advocate who sent them.
- Set the stage on creation so referred deals enter your standard pipeline automatically.
- Report on referred pipeline directly in Salesforce using the Leads and Opportunities Referral Routing creates.
Give your sales team recruiter tools, right inside Salesforce
Referrals happen at the moment of greatest enthusiasm. Your sales reps closing deals in Salesforce are the best people to turn happy customers into active referrers.
- Reps can invite a Contact into your referral program at deal close and deliver a personalized sharing link in seconds.
- Every referred customer is tracked back to the rep who recruited them in Referral Rock, so your best internal advocates get credit for the pipeline they generate.
- Recruiting happens without leaving the CRM your team already works in all day.
Expert setup support, because Salesforce integrations require real configuration
Enabling the REST API, setting Opportunity stage triggers, and mapping your pipeline takes expertise. We've done this with hundreds of customers.
- Every Referral Rock plan includes a dedicated program advisor who will walk you through the Salesforce connection end to end.
- We help you decide which Opportunity stages approve referrals, which Contacts to enroll first, and how to structure your launch campaign.
- Technical integration assistance is included. If something doesn't connect the way you expect, we dig in with you until it does.
Salesforce Referral Integration FAQs
What Customers Say About Our Salesforce Integration
“The Referral Rock platform is a simple off-the-shelf solution for a referral program. It easily integrated into Salesforce and we were able to reskin the entire platform with our branding.”
— Sarah M., National Sales Manager
“Unlike anything on the market, at a price point that made it a no-brainer.”
— Julia, Health & Fitness
“We use it to track reward obligations tied to deal closure. The Salesforce sync makes it completely automatic.”
— Dave M., Public Safety
Need help setting up?
Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the Salesforce integration and make sure everything is working perfectly. View the setup guide
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Customer reviews
Referral Rock + Salesforce, in their words
The Referral Rock platform is a simple off the shelf solution for a referral program
The Referral Rock platform is a simple off the shelf solution for a referral program. It easily integrated into Salesforce and we were able to reskin the entire platform in our branding. Our…
Sarah M.
Getting started with RR was kind of rocky
Getting started with RR was kind of rocky. It took much longer to implement than expected. That said, after implementing it, it seems to have brought more value to our business and our custo…
Maddie A.
Marketing Events and Communications Coordinator, ePayPolicy
Ready to Connect Salesforce?
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Not ready to talk? See a free referral flow →